Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DCOR 0.00%
3 DFAT 0.00%
4 DFSV 0.00%
5 DFAC 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 56.80K (5.77%) 3.00K
Increased by +5.28%
Sep 30, 24
2 Dimensional Fund Advisors, Inc. 20.50K (2.08%) 9.64K
Increased by +47.00%
Sep 30, 24
3 Chevy Chase Trust Holdings, Inc. 15.83K (1.61%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Group Inc 14.16K (1.44%) 1.80K
Increased by +12.71%
Sep 30, 24
5 Royal Bank of Canada 12.90K (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
6 UBS Group AG 6.76K (0.69%) -3.21K
Decreased by -47.55%
Sep 30, 24
7 BlackRock Inc 1.76K (0.18%) 1.76K
Increased by +100.00%
Jun 30, 24
8 FMR Inc 95.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
9 Tower Research Capital LLC 78.00 (0.01%) -378.00
Decreased by -484.62%
Sep 30, 24
10 Bank of America Corp 6.00 (0.00%) 6.00
Increased by +100.00%
Jun 30, 24
11 JPMorgan Chase & Co 2.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
12 Innealta Capital, LLC 0.00 (0.00%) -7.00
Decreased by N/A%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -460.00
Decreased by N/A%
Sep 30, 24
14 Susquehanna International Group, LLP 0.00 (0.00%) -11.41K
Decreased by N/A%
Sep 30, 24
15 Wells Fargo & Co 0.00 (0.00%) -7.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 RBC Microcap Value I 12.90K (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.28K (0.94%) 0.00
Increased by 0.00%
Oct 31, 24
3 Fidelity Extended Market Index 5.50K (0.56%) 111.00
Increased by +2.02%
Sep 30, 24
4 Fidelity® Extended Market Index 5.29K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
5 DFA US Targeted Value I 5.18K (0.53%) 509.00
Increased by +9.82%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 4.88K (0.50%) 0.00
Increased by 0.00%
Oct 31, 24
7 Bailard Micrcap Value 4.40K (0.45%) 4.40K
Increased by +100.00%
Sep 30, 24
8 Bailard Small Cap Value 4.40K (0.45%) 4.40K
Increased by +100.00%
Sep 30, 24
9 Nationwide Bailard Cogntv Val M 4.40K (0.45%) 0.00
Increased by 0.00%
Oct 31, 24
10 Dimensional US Targeted Value ETF 3.97K (0.40%) 0.00
Increased by 0.00%
Nov 28, 24
11 DFA US Social Core Equity 2 Portfolio 3.55K (0.36%) 0.00
Increased by 0.00%
Sep 30, 24
12 DFA US Vector Equity Class F 2.49K (0.25%) 0.00
Increased by 0.00%
Aug 31, 24
13 iShares Micro-Cap ETF 2.19K (0.22%) 0.00
Increased by 0.00%
Nov 27, 24
14 NT Ext Equity Mkt Idx Fd - L 1.66K (0.17%) 0.00
Increased by 0.00%
Sep 30, 24
15 Northern Trust Extended Eq Market Idx 1.66K (0.17%) 0.00
Increased by 0.00%
Sep 30, 24
16 Fidelity Series Total Market Index 1.33K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity® Series Total Market Index 1.33K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA US Core Equity 1 I 1.10K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
19 Dimensional US Core Equity 1 ETF 1.08K (0.11%) 0.00
Increased by 0.00%
Nov 28, 24
20 DFA US Vector Equity I 1.04K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24